BASIC QUICKEN 2000 INSTRUCTIONS
TO CREATE A NEW ACCOUNT (CHECKING):
1) Click on Create an Account on the main page in Quicken.
2) Click on Checking to put a black dot next to it. Click on the Next button.
3) Type in a name for this checking account, like: "Bob's Checking."
4) Press the Tab key on the keyboard to get down to the next box.
5) Click on the Down Arrow next to "Financial Institution:," and scroll down and select your bank.
6) Press the Tab key to get down to the "Description:" box and type a description for this account (if you need one).
7) Click on the Next button.
8) At the prompt: "Do you have your last statement for this checking account?," click on Yes if you do, No if you don't.
9) Type in the date of your last statement, or click on the tiny Calendar button and then click on the Date. (Use the << button to see the previous month and the >> button to see the next month.)
10) Click into the box next to "Ending Balance" and type in the Ending Balance on your Last Statement.
11) At the prompt: "Have you applied for online services for this account?," click on No.
12) Click on the Done button. [You can also repeat the same procedure above for a Savings Account.]
ENTERING CHECKS INTO THE CHECK REGISTER:
1) On the My Finances screen (Opening Screen), click on the Checking Account you wish to use.
2) If the date on the check you wish to enter into the Register is not today's date, click on the tiny Calendar button next to the box containing Today's Date.
3) Click on the Double Left Arrow << button to go back in months, or click on the Double Right Arrow >> button to go forward in months.
4) Use the Tab key on the keyboard to move the blinking cursor to the next box over.
5) Type in the check number of the check, or click on the Down Arrow next to the "Num" box and click on Next Check Num. (You can manually correct the check number if the wrong number pops up.) You can also click on ATM if this is an ATM transaction, or Deposit if this is a deposit. (Be sure to enter the deposit amount in the correct column.)
6) Press the Tab key and type in the Payee's name. (Notice that you may only have to type in the first few letters of the Payee's name; you can then click on the right entry or just press the Tab key if the correct choice is highlighted.) Type in the Payee's name the same way each time you enter a check made out to that Payee; otherwise, you will have multiple entries for the same person or business.
7) Press the Tab key to move the blinking cursor to the Amount box. Type in an amount.
8) Type in a Category, such as "Auto Expense," "Medical Expense," "Office Expense," etc., or click on the Down Arrow and then select a category.
9) If you would like to create a new category (such as "Computer Tutoring"), click on the Add Cat button.
10) Type in the name for the new category.
11) Click on OK.
12) Press the Tab key. Type in a short memo to remind yourself what this check was for, such as, "Lesson from Phil".
13) Click on Enter (on the screen) to record and save this check.
14) You can continue to add checks by repeating the steps above.
TO BACK UP YOUR QUICKEN DATA TO A FLOPPY DISK:
[You should back up your Quicken file at least once a month or any time you add a lot of new data.]
1) Open the account (file) you wish to back up.
2) Click on File, then on Backup.
3) Click on Yes.
4) Click on the Down Arrow next to "Backup Drive:" and then click on "A: Drive" (if "A: Drive" is not already showing in that box).
5) Click on OK.
6) Click on OK if the computer tells you that there is already a file by the same name on the floppy disk.
(This will overwrite the old data with the old and new data.)
7) If the computer says that the floppy disk is full, either click on "Insert a disk with more space" (and insert a new blank floppy disk), or click on "Backup onto multiple disks."
8) Click on OK.
9) Insert the second floppy disk if/when prompted to by the computer.
10) Click on OK. (Insert additional floppy disks if necessary.)
11) Click on OK.
12) Click on OK at the screen that says, "File was successfully backed up…"
13) You can then close the Quicken program by clicking on the uppermost X button in the upper-right hand corner of the screen. (Or click on File, then on Exit.)
14) Push the button alongside the slot where you inserted the floppy disk to eject it.
15) Be sure to put a label on the disk and write down the file name: "QDATA" or "Quicken Data" and the date (with a felt-tip pen, if possible).
16) Keep the floppy disk(s) in a safe place. (You should make multiple back up copies and store at least one floppy
disk copy somewhere away from the computer.)
TO PRINT OUT A REPORT ON CHECKS WRITTEN TO A PAYEE OR IN A CERTAIN CATEGORY:
1) Scroll up or down in the Check Register to find a check which was paid to the Payee in question. (For example, Pacific Bell).
2) Click on either the Payee's name or the Category.
3) Click on Reports at the top of the Check Register window.
4) Click on, for example, "Amount paid to Pacific Bell" or "Amount spent on Utilities."
5) After the Report comes up on the screen, you can change the time period covered by the Report. Click on the tiny Calendar button next to "From:" and change the beginning time. Do the same with the "To:" (or Ending time).
6) Click on the Update button to update the report to reflect the change in time period.
Note: You can also click on the Down Arrow next to "Year to date" and then click on "Current Year," "Last Year," "Last Month," "Current Quarter," "Last 12 Months," or whatever you wish.
7) To see a report for all the checks, deposits, ATM transactions, etc. in the Register, click on
then on Register Report.
8) To print these reports, click on File, then on Print.